See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 4-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,364 | $138,044-74.4% | $125,339-71.8% | $134,475-73.7% |
| Participation rate | 83.3% | 84.5%-1.2pp | 82.4%+1.0pp | 81.2%+2.1pp |
| Annual return | -3.15% | 750.33%-753.5pp | 572.05%-575.2pp | 417.96%-421.1pp |
| Employer contribution / active EE | $2,693 | $5,243-48.6% | $4,814-44.1% | $4,740-43.2% |
| Participant deferral / active EE | $8,023 | $7,799+2.9% | $7,446+7.7% | $6,400+25.4% |
| Admin fee / account holder | $284 | $11,571-97.5% | $10,010-97.2% | $11,426-97.5% |